How To Add Invoice Terms And Set Them As Default on Web

Step 1: Go to Settings

Click on the “Settings” icon on the left dashboard and Select the “Notes and Terms” option from the menu. 

Now click on “+Add Custom Document Notes & Terms”.

Step 2: Add Invoice Terms

Select “Invoice Terms” from the navigation bar and click on “+ New Invoice Terms.” 

A New Form appears. Here, Enter the label and Terms. 

Note: You can always add or edit the terms later

Step 4: Click on “Save.”

Now, Click on the “Save” button at the top right corner of the screen to add the Terms. 

Note: You have successfully added new terms. From now on, you can use these terms in an Invoice whenever you create a new transaction. 

Step 5: Select the Default Invoice terms

Switch on the default toggle bar at the respective Invoice terms column and click on “Save” button at the bottom of the page. 

Congratulations! You have successfully added default Invoice terms, and a pop up appears at the top of the screen informing the same. 

Note: You can follow the same procedure to add Invoice Notes, Purchase Notes, Purchase terms, Quotation Notes, Quotation terms, and Email Templates.